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Yoshitsu Co. Ltd. Sponsored ADR (TKLF)
NASDAQ:TKLF
US Market
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Yoshitsu Co. Ltd. Sponsored ADR (TKLF) Price & Analysis

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TKLF Stock Chart & Stats

$2.06
<$0.01(0.24%)
At close: 4:00 PM EDT
$2.06
<$0.01(0.24%)

Bulls Say, Bears Say

Bulls Say
Strong Revenue Re-accelerationSustained, large top-line growth (+77.6% to $373.2M) demonstrates strong market demand and successful channel scaling. Durable revenue expansion provides a base to amortize fixed costs, finance geographic expansion, and improve long-term unit economics if reinvestment is disciplined.
Asset-light Franchise & Wholesale ScalingRapid wholesale/franchise growth (86.9%) confirms an asset-light, scalable model that lowers capex intensity and can boost returns on invested capital over time. If collection and credit risks are managed, this business mix supports repeatable, lower-capital expansion across markets.
Clear Geographic & Distribution Expansion PlanA concrete roadmap—new distribution center in Australia and ~43 planned store openings—builds durable multi-market reach and supply-chain scale. Strategic distribution nodes and store rollouts can sustainably deepen market penetration and improve logistics cost structure over the medium term.
Bears Say
Recurring Negative Operating Cash FlowConsistent negative operating cash flow (≈ -$10.3M in FY2026) means earnings are not converting to cash, forcing reliance on external funding or working-capital financing. This undermines self-funded expansion and raises structural liquidity risk while growth initiatives consume capital.
Material Gross Margin Compression And Rising OpexA ~3.9ppt gross margin decline to ~7.5% plus near-zero net margin and rising operating expenses materially reduce the company's earnings buffer. Structural margin weakness makes profitability highly sensitive to cost inflation or adverse mix and limits durable free-cash-flow generation.
Large Accounts Receivable Concentration And Collection RiskVery large receivables ($186.8M) with only 22.3% collected post-period creates persistent working-capital strain and reliance on collections to fund operations. This structural receivables concentration raises credit and liquidity risk, especially given negative operating cash flow.

Yoshitsu Co. Ltd. Sponsored ADR News

TKLF FAQ

What was Yoshitsu Co. Ltd. Sponsored ADR’s price range in the past 12 months?
Yoshitsu Co. Ltd. Sponsored ADR lowest stock price was $1.76 and its highest was $4.32 in the past 12 months.
    What is Yoshitsu Co. Ltd. Sponsored ADR’s market cap?
    Yoshitsu Co. Ltd. Sponsored ADR’s market cap is $8.34M.
      When is Yoshitsu Co. Ltd. Sponsored ADR’s upcoming earnings report date?
      Yoshitsu Co. Ltd. Sponsored ADR’s upcoming earnings report date is Dec 18, 2026 which is in 137 days.
        How were Yoshitsu Co. Ltd. Sponsored ADR’s earnings last quarter?
        Yoshitsu Co. Ltd. Sponsored ADR released its earnings results on Jul 10, 2026. The company reported $0.371 earnings per share for the quarter, beating the consensus estimate of N/A by $0.371.
          Is Yoshitsu Co. Ltd. Sponsored ADR overvalued?
          According to Wall Street analysts Yoshitsu Co. Ltd. Sponsored ADR’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Yoshitsu Co. Ltd. Sponsored ADR pay dividends?
            Yoshitsu Co. Ltd. Sponsored ADR pays a Notavailable dividend of $0.084 which represents an annual dividend yield of 4.26%. See more information on Yoshitsu Co. Ltd. Sponsored ADR dividends here
              What is Yoshitsu Co. Ltd. Sponsored ADR’s EPS estimate?
              Yoshitsu Co. Ltd. Sponsored ADR’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Yoshitsu Co. Ltd. Sponsored ADR have?
              Yoshitsu Co. Ltd. Sponsored ADR has 4,232,780 shares outstanding.
                What happened to Yoshitsu Co. Ltd. Sponsored ADR’s price movement after its last earnings report?
                Yoshitsu Co. Ltd. Sponsored ADR reported an EPS of $0.371 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 7.547%.
                  Which hedge fund is a major shareholder of Yoshitsu Co. Ltd. Sponsored ADR?
                  Currently, no hedge funds are holding shares in TKLF
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Yoshitsu Co. Ltd. Sponsored ADR

                    Tokyo Lifestyle Co., Ltd. (TKLF) operates as a retailer and wholesaler, distributing a wide array of beauty, health, and general merchandise. Its reach extends across multiple international markets, including Japan, China, Hong Kong, the United States, Canada, Thailand, and the United Kingdom. The company primarily markets its offerings under its principal brand, Tokyo Lifestyle. Its extensive product portfolio includes a diverse range of cosmetics such as foundations, powders, concealers, makeup removers, eyeliners, eyeshadows, brow products (powders and pencils), mascaras, lip glosses, lipsticks, and nail polishes. Skincare offerings encompass facial cleansers, whitening treatments, sun protection, moisturizers, various facial and eye masks, eye gels, and exfoliants. Additionally, the company supplies cosmetic tools and applicators like brushes, puffs, curlers, hair irons, and shavers. The company also provides a selection of personal care items, including shampoos, conditioners, and body washes, alongside a variety of fragrances, featuring perfumes and colognes for both men and women. Furthermore, Tokyo Lifestyle caters to specific demographics with men's grooming essentials such as facial washes, firming lotions, astringents, and moisturizers. For infants and children, it offers specialized products like lip balms, lotions, shampoos, soaps, and essence oils. Its health and wellness segment features over-the-counter (OTC) medications for common ailments like colds, headaches, stomach pain, coughs, and eye strain. It also supplies a range of medical devices and supplies, including bandages, masks, thermometers, disinfectant sprays, eye masks, contact lenses, and their associated cleaning solutions. Nutritional products are also available, comprising vitamins, minerals, fiber supplements, nutritional yeast, and various dietary aids. The company's general merchandise selection spans home goods such as bedding, bath products, home décor, dining and tabletop items, storage solutions, and automotive accessories. It also includes cleaning agents, laundry supplies, spa essentials, clothing, infant formula, diapers, food products, alcoholic beverages, and other miscellaneous items. In addition, Tokyo Lifestyle retails luxury items like branded watches, high-end perfumes, handbags, apparel, and jewelry. It further extends its offerings to include popular consumer electronics such as Nintendo Switch and Xbox series consoles. Originally established as Yoshitsu Co., Ltd., the company officially adopted the name Tokyo Lifestyle Co., Ltd. in October 2024. Founded in 2006, the company maintains its corporate headquarters in Tokyo, Japan.

                    Yoshitsu Co. Ltd. Sponsored ADR (TKLF) Earnings & Revenues

                    TKLF Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call highlights exceptional top-line growth (total revenue +77.6%, franchise/wholesale +86.9%) and successful strategic expansion (asset-light scaling, luxury goods contribution, 48% asset growth). However, material concerns include a steep decline in net income and EPS, compressed gross margin (down 3.9 ppt), rising operating expenses (+29.6%), operating cash outflow (-$10.3M), low cash balance ($2.1M) and large accounts receivable exposure. Management frames some negatives as mix- and tax-related and emphasizes long-term growth plans. Overall, the positive execution on growth and expansion is tempered by meaningful near-term profitability and liquidity challenges, leaving the call balanced between strong growth momentum and financial risks.View all TKLF earnings summaries
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